The Wealth Conservancy, Inc.

The Wealth Conservancy, Inc. at a glance

• One of 336 fee-only firms based in Colorado in the Wellspent graph.
• 3 advisors are listed here; 2 of 3 hold the CFP.
• Its Form ADV reports 6 employees and 47 individual clients, 21 of them high net worth.
• Its average account is about $1.2 million (assets it manages divided by its 220 accounts).

Fee-only advisors in Colorado · What fee-only advisors charge in Colorado

Facts

The Wealth Conservancy, Inc. fees

The Wealth Conservancy, Inc. doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: ongoing planning fee. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (3)

• Melissa Hoyer

  CFP

• Myra Salzer

  BS · CFP

• Steven Henningsen